+5.7%
BKR vs ALLE
+15.3%
-9.6%
-33.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ALLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +1.0% | +0.2% | +1.1% |
| 7D | +3.8% | +3.6% | +0.2% | +3.5% |
| 30D | -10.3% | +25.9% | -36.2% | -11.8% |
| 3M | -21.7% | +15.8% | -37.5% | -22.2% |
| 6M | -23.8% | +48.1% | -71.9% | -27.5% |
| YTD | +10.3% | +22.0% | -11.7% | +9.5% |
| 1Y | +5.7% | +18.0% | -12.3% | +5.9% |
| All | +5.7% | +15.3% | -9.6% | +5.9% |
Cumulative growth
Daily Returns
Daily percentage return beside ALLE.
Daily Out/Under-Performance
Portfolio return minus ALLE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALLE return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded ALLE wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling